Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
4.29%
6 Months
−8.15%
2.17%
1 Year
−5.39%
7.07%
3 Years
10.81%
15.12%
5 Years
—
—
Since Inception
11.07%
19.80%
Fund Age
5 yrs
7 yrs 3 mo
AUM
₹121.08 Cr
₹7.19 Cr
Alpha – 1 Year
−5.32%
7.50%
Alpha – 3 Years
−2.65%
6.56%
Information Ratio – 3 Years
-0.15
1.22
Volatility – 1 Year
24.51%
19.38%
Volatility – 3 Years
24.85%
16.31%
Beta – 1 Year
1.17
1.18
Beta – 3 Years
1.18
1.13
Sharpe Ratio – 1 Year
-0.34
0.17
Sharpe Ratio – 3 Years
0.32
0.62
Worst Rolling Year
9.88%
14.31%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−34.50%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.70%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 20% · S 78%
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
Top 5 Holdings
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / –